Breach Inlet Capital Acquires New Stake in Frontdoor
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy FTDR?
Source: Fool
- New Stake Disclosure: Breach Inlet Capital Management disclosed a new position in Frontdoor by acquiring 169,976 shares in Q4 2025 for approximately $9.81 million, indicating confidence in the company's future prospects.
- Asset Allocation Insight: This new stake represents 4.62% of Breach Inlet's reportable U.S. equity assets, highlighting Frontdoor's core position in the consumer sector alongside companies like Hilton Grand Vacations.
- Strong Financial Performance: Frontdoor reported a 14% year-over-year revenue increase to $618 million in Q3, with adjusted EBITDA rising 18% to $195 million, showcasing robust market performance and profitability.
- Long-Term Investment Outlook: While home warranty membership is expected to dip by 2%, improved retention at 79.4% and a 9% rise in renewal revenue indicate sustainable subscription economics, with EBITDA targets now raised to $550 million.
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Analyst Views on FTDR
Wall Street analysts forecast FTDR stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 55.600
Low
63.00
Averages
67.00
High
71.00
Current: 55.600
Low
63.00
Averages
67.00
High
71.00
About FTDR
Frontdoor, Inc. is a provider of home warranties and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes, typically their assets, from costly and unplanned breakdowns of essential home systems and appliances. It operates primarily under the American Home Shield and 2-10 HBW brands. Its annual service plan agreement covers the repair or replacement of components of up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverage for electronics, pools, spas and pumps. Its operations also include its Streem, a technology platform that uses augmented reality, computer vision and machine learning to provide services. It has approximately 2.1 million active home warranties across all brands in the United States, including its American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Breach Inlet Capital Management Acquires Frontdoor Shares
- New Investment Disclosure: Breach Inlet Capital Management disclosed the acquisition of 169,976 shares of Frontdoor in Q4 2026, valued at $9.81 million, reflecting confidence in the company despite not being among the top five holdings.
- Asset Allocation Insight: This acquisition positions Frontdoor at 4.62% of Breach Inlet's 13F reportable assets, indicating its core status in leisure and consumer sectors, although still below major investments like Hilton Grand Vacations at 17.8%.
- Strong Financial Performance: Frontdoor reported a 14% revenue increase to $618 million in Q3, with adjusted EBITDA rising 18% to $195 million, showcasing robust performance in the home service plan market, despite a projected 2% dip in membership.
- Long-Term Investment Potential: While short-term housing volatility is expected, Frontdoor's 9% increase in renewal revenue and 79.4% retention rate highlight the resilience of its subscription economics, with EBITDA outlook raised to $550 million, attracting long-term investor interest.
See More
Breach Inlet Capital Acquires New Stake in Frontdoor
- New Stake Disclosure: Breach Inlet Capital Management disclosed a new position in Frontdoor by acquiring 169,976 shares in Q4 2025 for approximately $9.81 million, indicating confidence in the company's future prospects.
- Asset Allocation Insight: This new stake represents 4.62% of Breach Inlet's reportable U.S. equity assets, highlighting Frontdoor's core position in the consumer sector alongside companies like Hilton Grand Vacations.
- Strong Financial Performance: Frontdoor reported a 14% year-over-year revenue increase to $618 million in Q3, with adjusted EBITDA rising 18% to $195 million, showcasing robust market performance and profitability.
- Long-Term Investment Outlook: While home warranty membership is expected to dip by 2%, improved retention at 79.4% and a 9% rise in renewal revenue indicate sustainable subscription economics, with EBITDA targets now raised to $550 million.
See More
Frontdoor Celebrates National Home Warranty Day on February 10
- Importance of Home Warranty: Frontdoor, Inc. celebrates National Home Warranty Day on February 10, reminding homeowners to protect their investments from costly repairs and highlighting the value of home warranties in addressing unexpected breakdowns.
- Budget Protection Benefits: Home warranties help homeowners manage unexpected repair costs, avoiding full retail prices, thereby alleviating financial stress and enhancing household financial security.
- Service Network Support: Frontdoor's offerings, including American Home Shield and 2-10 Home Buyers Warranty, provide access to thousands of independent contractors nationwide, ensuring reliable assistance in emergencies.
- Suitable for All Homeowners: Whether buying, selling, or living in a home for years, home warranties offer peace of mind, showcasing Frontdoor's extensive experience and commitment to the home warranty market.
See More
FTDR Stock 52-Week High and Low Analysis
- Price Fluctuation Analysis: FTDR's 52-week low stands at $35.61 per share, while the high reaches $70.135, with the last trade recorded at $57.05, indicating significant price volatility and reflecting market caution regarding its future performance.
- Market Trend Observation: At the current trading level, FTDR's stock price has an 18.5% upside potential to reach its 52-week high, suggesting that improved market sentiment could attract investor interest and drive a price rebound.
- Technical Indicator Reference: FTDR's stock price is currently below its 200-day moving average, typically regarded as a technical sell signal, which may lead to further selling pressure in the short term, prompting investors to carefully assess holding risks.
- Investor Sentiment Impact: Although the current stock price is relatively mid-range, market perceptions of FTDR may become more cautious due to its price fluctuations, necessitating investors to monitor overall market trends for informed decision-making.
See More
Frontdoor to Release Q4 and Full-Year 2025 Financial Results
- Earnings Release Schedule: Frontdoor, Inc. will announce its fourth-quarter and full-year 2025 financial results on February 26, 2026, at 7:30 a.m. Central Time, which is expected to attract investor attention.
- Participation Details: Investors can join the conference call by dialing 888.506.0062 (or 973.528.0011 for international participants) with conference ID 744607, ensuring timely access to the company's latest financial information.
- Webcast Availability: The company will provide a webcast for participants to register and view a slide presentation, enhancing transparency and boosting investor confidence in the company's performance.
- Replay Accessibility: After the call, a replay will be available for approximately 60 days, allowing participants to access key information by calling 877.481.4010 (or 919.882.2331 for international calls), ensuring that those unable to attend live can still stay informed.
See More
Daily Upgrade Report for Validea's Joel Greenblatt Strategy - December 12, 2025
Validea's Earnings Yield Investor Model: The model, based on Joel Greenblatt's strategy, evaluates companies with high return on capital and earnings yields, resulting in significant rating changes for several stocks.
Clorox Company (CLX): The stock rating improved from 60% to 80%, indicating strong interest based on its fundamentals and valuation in the Personal & Household Products industry.
Catalyst Pharmaceuticals (CPRX): This mid-cap value stock saw its rating rise from 50% to 90%, reflecting strong fundamentals and valuation in the Biotechnology & Drugs sector.
Playtika Holding Corp (PLTK): The small-cap growth stock's rating surged from 70% to 100%, showcasing exceptional fundamentals and valuation in the Software & Programming industry.
See More
Breach Inlet Capital Management Acquires Frontdoor Shares
- New Investment Disclosure: Breach Inlet Capital Management disclosed the acquisition of 169,976 shares of Frontdoor in Q4 2026, valued at $9.81 million, reflecting confidence in the company despite not being among the top five holdings.
- Asset Allocation Insight: This acquisition positions Frontdoor at 4.62% of Breach Inlet's 13F reportable assets, indicating its core status in leisure and consumer sectors, although still below major investments like Hilton Grand Vacations at 17.8%.
- Strong Financial Performance: Frontdoor reported a 14% revenue increase to $618 million in Q3, with adjusted EBITDA rising 18% to $195 million, showcasing robust performance in the home service plan market, despite a projected 2% dip in membership.
- Long-Term Investment Potential: While short-term housing volatility is expected, Frontdoor's 9% increase in renewal revenue and 79.4% retention rate highlight the resilience of its subscription economics, with EBITDA outlook raised to $550 million, attracting long-term investor interest.
See More
Breach Inlet Capital Acquires New Stake in Frontdoor
- New Stake Disclosure: Breach Inlet Capital Management disclosed a new position in Frontdoor by acquiring 169,976 shares in Q4 2025 for approximately $9.81 million, indicating confidence in the company's future prospects.
- Asset Allocation Insight: This new stake represents 4.62% of Breach Inlet's reportable U.S. equity assets, highlighting Frontdoor's core position in the consumer sector alongside companies like Hilton Grand Vacations.
- Strong Financial Performance: Frontdoor reported a 14% year-over-year revenue increase to $618 million in Q3, with adjusted EBITDA rising 18% to $195 million, showcasing robust market performance and profitability.
- Long-Term Investment Outlook: While home warranty membership is expected to dip by 2%, improved retention at 79.4% and a 9% rise in renewal revenue indicate sustainable subscription economics, with EBITDA targets now raised to $550 million.
See More
Frontdoor Celebrates National Home Warranty Day on February 10
- Importance of Home Warranty: Frontdoor, Inc. celebrates National Home Warranty Day on February 10, reminding homeowners to protect their investments from costly repairs and highlighting the value of home warranties in addressing unexpected breakdowns.
- Budget Protection Benefits: Home warranties help homeowners manage unexpected repair costs, avoiding full retail prices, thereby alleviating financial stress and enhancing household financial security.
- Service Network Support: Frontdoor's offerings, including American Home Shield and 2-10 Home Buyers Warranty, provide access to thousands of independent contractors nationwide, ensuring reliable assistance in emergencies.
- Suitable for All Homeowners: Whether buying, selling, or living in a home for years, home warranties offer peace of mind, showcasing Frontdoor's extensive experience and commitment to the home warranty market.
See More
FTDR Stock 52-Week High and Low Analysis
- Price Fluctuation Analysis: FTDR's 52-week low stands at $35.61 per share, while the high reaches $70.135, with the last trade recorded at $57.05, indicating significant price volatility and reflecting market caution regarding its future performance.
- Market Trend Observation: At the current trading level, FTDR's stock price has an 18.5% upside potential to reach its 52-week high, suggesting that improved market sentiment could attract investor interest and drive a price rebound.
- Technical Indicator Reference: FTDR's stock price is currently below its 200-day moving average, typically regarded as a technical sell signal, which may lead to further selling pressure in the short term, prompting investors to carefully assess holding risks.
- Investor Sentiment Impact: Although the current stock price is relatively mid-range, market perceptions of FTDR may become more cautious due to its price fluctuations, necessitating investors to monitor overall market trends for informed decision-making.
See More
Frontdoor to Release Q4 and Full-Year 2025 Financial Results
- Earnings Release Schedule: Frontdoor, Inc. will announce its fourth-quarter and full-year 2025 financial results on February 26, 2026, at 7:30 a.m. Central Time, which is expected to attract investor attention.
- Participation Details: Investors can join the conference call by dialing 888.506.0062 (or 973.528.0011 for international participants) with conference ID 744607, ensuring timely access to the company's latest financial information.
- Webcast Availability: The company will provide a webcast for participants to register and view a slide presentation, enhancing transparency and boosting investor confidence in the company's performance.
- Replay Accessibility: After the call, a replay will be available for approximately 60 days, allowing participants to access key information by calling 877.481.4010 (or 919.882.2331 for international calls), ensuring that those unable to attend live can still stay informed.
See More
Daily Upgrade Report for Validea's Joel Greenblatt Strategy - December 12, 2025
Validea's Earnings Yield Investor Model: The model, based on Joel Greenblatt's strategy, evaluates companies with high return on capital and earnings yields, resulting in significant rating changes for several stocks.
Clorox Company (CLX): The stock rating improved from 60% to 80%, indicating strong interest based on its fundamentals and valuation in the Personal & Household Products industry.
Catalyst Pharmaceuticals (CPRX): This mid-cap value stock saw its rating rise from 50% to 90%, reflecting strong fundamentals and valuation in the Biotechnology & Drugs sector.
Playtika Holding Corp (PLTK): The small-cap growth stock's rating surged from 70% to 100%, showcasing exceptional fundamentals and valuation in the Software & Programming industry.
See More
